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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,339 | $102,422-26.4% | $147,117-48.8% | $80,959-6.9% |
| Participation rate | 72.6% | 75.9%-3.3pp | 82.2%-9.6pp | 67.7%+4.9pp |
| Annual return | 9.52% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,149 | $3,717-42.2% | $4,932-56.4% | $2,757-22.1% |
| Participant deferral / active EE | $4,586 | $6,652-31.1% | $8,065-43.1% | $4,300+6.7% |
| Admin fee / account holder | $5,621 | $7,953-29.3% | $12,993-56.7% | $6,925-18.8% |